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about us
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
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contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
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Quarterly Performance Reports
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Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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Articles published by Trane Technologies
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Trane Technologies Completes Acquisition of Connected Workplace and Enterprise Asset Management Leader Nuvolo
November 03, 2023
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Trane Technologies Schedules Third Quarter 2023 Earnings Conference Call
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Ana Paula Assis of IBM Joins the Trane Technologies Board of Directors
October 04, 2023
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Trane Technologies Declares Quarterly Dividend
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Trane Technologies Rings NYSE Opening Bell
September 29, 2023
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Trane Technologies’ Latest AI-Enabled Service Offering Propels Building Performance and Accelerates Decarbonization
September 27, 2023
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Trane Technologies Advances Building Decarbonization with Industry-First Ice-Heating Solution
September 18, 2023
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Trane Technologies to Present at the Morgan Stanley Laguna Conference
September 05, 2023
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U.S. Department of Labor Registers National Trane Technologies Technician Apprenticeship Program
August 22, 2023
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Trane Technologies Reports Strong Results and Raises 2023 Revenue and EPS Guidance
August 02, 2023
From
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Trane Technologies Named to Fast Company’s 2023 Best Workplaces for Innovators List
July 13, 2023
From
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Trane Technologies Schedules Second Quarter 2023 Earnings Conference Call
July 11, 2023
From
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Trane Technologies Certified as Great Place to Work® for Third Year
June 29, 2023
From
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Trane Technologies Advances Transformational Heat Pump Technologies to Decarbonize America’s Industrial Sector
June 26, 2023
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Trane Technologies Links Human and Planetary Health in Season 3 of its Healthy Spaces Podcast
June 19, 2023
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Trane Technologies Declares Quarterly Dividend
June 02, 2023
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Trane Technologies to Present at the UBS Global Industrials and Transportation Conference 2023
May 31, 2023
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Trane Technologies to Present at the Wolfe Research Global Transportation & Industrials Conference
May 16, 2023
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Trane Technologies Outlines Transition Plan to Achieve Net-Zero Targets by 2050
May 11, 2023
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Trane Technologies Reports Strong First-Quarter 2023 Results; Raises 2023 Guidance
May 03, 2023
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Trane Technologies Named to Financial Times 2023 Europe’s Climate Leaders List
April 27, 2023
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Trane Technologies to Present at the Goldman Sachs Industrials and Materials Conference
April 26, 2023
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Trane Technologies Schedules First Quarter 2023 Earnings Conference Call
April 17, 2023
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Trane® by Trane Technologies Celebrates 110 Years of Pioneering Innovation
April 11, 2023
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John Hayes, Chairman and former President and CEO, Ball Corporation, Joins Trane Technologies Board of Directors
April 06, 2023
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Trane Technologies Declares Quarterly Dividend
April 06, 2023
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